Paraplanner/Trainee IFA
Huddersfield, West Yorkshire
£50,000 to £60,000 plus benefits and bonus (hybrid working is available)
A truly excellent and unique opportunity to join a forward thinking Chartered Financial Planning Practice and progress your career to the next level.
Duties and responsibilities include:
*Prepare Financial Plans, Suitability Reports and Letters.
*Cash flow modelling and forecasting.
*Products include Investments, Pensions and Protection, along with a thorough understanding of FCA regulations and FCA products.
*Attend client meetings with the Managing Director, who will offer structured career progression.
*Manage your own workflows and tasks.
Requirements:
*You will hold the Diploma Level Four qualification and ideally wanting to progress to Level 6 Chartered status.
*Good understanding of the financial planning process and associated compliance aspects.
*Driven and focused with the ability to complete tasks under pressure on time and right first time.
*Experience of report writing and conducting investment and product market research.
*Technically proficient across all areas of financial planning, especially investments and pensions.
*Ability to use technical financial planning tools, financial modelling and back office software.
How to apply:
Please send your CV immediately to Stuart at Reward Recruitment Limited or contact him for a full overview of the opportunity.